Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 4.01%
2 PTEC 3.62%
3 IPO 1.79%
4 NBDS 1.66%
5 HAPY 1.46%
6 INNO 1.35%
7 WCLD 1.29%
8 WTAI 1.23%
9 FRTY 1.22%
10 PLAT 1.14%
11 NTZG 0.99%
12 QMID 0.97%
13 PJFM 0.97%
14 XITK 0.89%
15 JTEK 0.86%
16 GTEK 0.80%
17 XSW 0.76%
18 AIEQ 0.74%
19 NUSC 0.73%
20 LSEQ 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 22.30M (16.42%) -400.00K
Decreased by -1.79%
Mar 31, 25
2 Vanguard Group Inc 11.65M (8.58%) -255.18K
Decreased by -2.19%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 7.32M (5.39%) -1.54M
Decreased by -21.04%
Mar 31, 25
4 BlackRock Inc 6.04M (4.45%) 72.82K
Increased by +1.21%
Mar 31, 25
5 Capital World Investors 5.66M (4.17%) 2.54M
Increased by +44.86%
Mar 31, 25
6 NORGES BANK 3.33M (2.45%) 2.35M
Increased by +70.48%
Jun 30, 24
7 JPMorgan Chase & Co 3.26M (2.40%) 1.49M
Increased by +45.80%
Mar 31, 25
8 HHG PLC 3.19M (2.35%) 566.05K
Increased by +17.73%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 3.10M (2.28%) -371.35K
Decreased by -11.99%
Mar 31, 25
10 Wasatch Advisors LP 2.94M (2.16%) 902.30K
Increased by +30.70%
Mar 31, 25
11 Principal Financial Group Inc 2.76M (2.03%) 82.31K
Increased by +2.98%
Mar 31, 25
12 Meritage Group LP 2.75M (2.02%) 0.00
Increased by 0.00%
Mar 31, 25
13 Assenagon Asset Management SA 2.42M (1.78%) -438.70K
Decreased by -18.11%
Mar 31, 25
14 Tiger Technology Management LLC 2.34M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
15 XN LP 2.31M (1.70%) -265.73K
Decreased by -11.50%
Mar 31, 25
16 Goldman Sachs Group Inc 2.25M (1.66%) 1.23M
Increased by +54.80%
Dec 31, 23
17 Dragoneer Investment Group, LLC 2.24M (1.65%) 1.61M
Increased by +71.75%
Jun 30, 24
18 Wellington Management Company LLP 2.21M (1.63%) 451.24K
Increased by +20.41%
Mar 31, 25
19 Echo Street Capital Management LLC 2.01M (1.48%) -107.84K
Decreased by -5.37%
Sep 30, 23
20 Cadian Capital Management LP 1.97M (1.45%) 1.01M
Increased by +50.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.17M (3.07%) 2.39M
Increased by +57.47%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 4.17M (3.07%) 2.39M
Increased by +57.47%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.61M (2.66%) 2.28K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.25M (2.39%) 2.46K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.84M (2.09%) 13.49K
Increased by +0.48%
May 31, 25
6 Franklin US Small-Mid Cap Growth Equity 2.33M (1.72%) 1.82M
Increased by +78.01%
Mar 31, 25
7 Principal MidCap R5 2.17M (1.60%) 37.07K
Increased by +1.71%
May 31, 25
8 Principal Aligned MidCap Equity 2.11M (1.55%) 74.11K
Increased by +3.51%
Mar 31, 25
9 Champlain Mid Cap Fund, LLC 2.04M (1.51%) 653.70K
Increased by +31.99%
May 31, 25
10 T. Rowe Price New Horizons 2.02M (1.49%) -282.17K
Decreased by -13.94%
Mar 31, 25
11 US Small-Cap Growth II Equity Comp 2.02M (1.49%) -282.84K
Decreased by -13.97%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.23%) 11.20K
Increased by +0.67%
May 31, 25
13 HIL Fidelity Global Technology USD 1.65M (1.21%) -314.51K
Decreased by -19.07%
Feb 28, 25
14 Fidelity Global Technology A-Dis-EUR 1.65M (1.21%) 1.04K
Increased by +0.06%
Apr 30, 25
15 Wasatch Core Growth 1.59M (1.17%) 512.34K
Increased by +32.16%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 1.56M (1.15%) -8.30K
Decreased by -0.53%
May 31, 25
17 Vanguard Information Technology ETF 1.50M (1.11%) 3.54K
Increased by +0.24%
May 31, 25
18 Robeco Smart Energy F-EUR Cap 1.31M (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
19 American Funds New Economy A 1.30M (0.95%) 62.10K
Increased by +4.79%
Mar 31, 25
20 Capital Group New Economy Comp 1.30M (0.95%) 62.10K
Increased by +4.79%
Mar 31, 25